Fertilizer Stocks Surge After Ukraine Drone Strikes Russian Plants
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 11 2025
0mins
Shares of fertilizer stocks, including Mosaic (MOS), Nutrien (NTR), Intrepid Potash (IPI), FMC (FMC), and CF Industries (CF), jumped on Thursday after Ukraine said its drones hit two fertilizer plants in western Russia. The latter is a major global fertilizer exporter. A drone attack caused a large fire at a chemical plant in the Russian city of Veliky Novgorod overnight on December 11, according to regional authorities and several monitoring Telegram channels, said The Kyiv Independent.
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Analyst Views on CF
Wall Street analysts forecast CF stock price to fall
11 Analyst Rating
2 Buy
7 Hold
2 Sell
Hold
Current: 93.790
Low
72.00
Averages
87.55
High
100.00
Current: 93.790
Low
72.00
Averages
87.55
High
100.00
About CF
CF Industries Holdings, Inc. is a global manufacturer of hydrogen and nitrogen products. The Company is focused on decarbonizing its ammonia production network to enable low-carbon hydrogen and nitrogen products for energy, fertilizer, emissions abatement and other industrial activities. The Company's segments include Ammonia, Granular Urea, UAN, AN and Other. Ammonia segment produces anhydrous ammonia (ammonia), which is the base product that it manufactures (containing 82% nitrogen and 18% hydrogen). Granular Urea segment produces granular urea, which contains 46% nitrogen. UAN segment produces urea ammonium nitrate solution (UAN). AN segment produces ammonium nitrate (AN). Other segment primarily includes products, such as diesel exhaust fluid (DEF), urea liquor and nitric acid. Its manufacturing complexes in the United States, Canada, and the United Kingdom, a storage, transportation and distribution network in North America, and logistics capabilities enable a global reach.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Financial Performance: In Q4, FINDUS reported earnings per share (EPS) of $2.59, indicating a strong financial performance during this period.
See More
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See More
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- Financial Performance: The financial results indicate a strong performance for the company in the last quarter of the fiscal year.
See More
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- Earnings Announcement: CF Industries is set to release its Q4 earnings on February 18th after market close, with consensus EPS estimated at $2.47 and revenue expected to reach $1.78 billion, reflecting a 17.1% year-over-year growth, which will provide crucial insights into the company's financial health.
- Earnings Estimate Fluctuations: Over the past three months, EPS estimates for CF Industries have seen four upward revisions and four downward adjustments, indicating a divergence in analysts' views on the company's profitability, which could impact investor confidence and stock price volatility.
- Revenue Estimate Adjustments: Similarly, revenue estimates have experienced three upward and three downward revisions, reflecting varying market perceptions of the company's sales capabilities in the current economic climate, which may directly affect its market performance.
- Industry Dynamics: CF Industries will also present at the Goldman Sachs Industrials and Materials Conference in 2025, enhancing its visibility in the industry while monitoring Mosaic's upgrade in the fertilizer market, which could influence CF's market strategy.
See More
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- National Security Focus: Trump signed an executive order invoking the Defense Production Act to promote domestic production of phosphorus and glyphosate, emphasizing their critical importance for U.S. economic and national security, thereby ensuring stability in agricultural and defense supply chains.
- Chemical Controversy: Glyphosate has been controversial due to its alleged links to cancer, and Trump's support aligns with the withdrawal of Health Secretary Kennedy from the election, highlighting the administration's focus on agricultural policy.
- Regulatory Implementation Requirement: The order mandates Agriculture Secretary Brooke Rollins to issue regulations to increase the supply of phosphorus and glyphosate, ensuring U.S. self-sufficiency in these critical chemicals and reducing reliance on foreign sources.
- Industry Response: Monsanto stated it will comply with the order, underscoring the urgent need for U.S. farmers to access domestically produced crop protection tools like glyphosate, reflecting the policy's direct impact on the agricultural sector.
See More
CF Industries Reports Q4 Earnings Beat Expectations
- Earnings Beat: CF Industries reported a Q4 GAAP EPS of $2.59, exceeding expectations by $0.24, indicating strong market performance and boosting investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $1.87 billion, a 23.0% year-over-year increase, surpassing market expectations by $90 million, reflecting robust demand and effective sales strategies in the fertilizer market.
- Positive Stock Reaction: Shares of CF Industries rose 2.41% in after-hours trading, indicating a favorable investor response to the earnings report, which may drive future investments and market performance.
- Optimistic Industry Outlook: With sustained fertilizer demand, CF Industries showcased its strategic plans at the upcoming 2025 Goldman Sachs Industrials and Materials Conference, suggesting the company will maintain competitiveness in the industry.
See More
